Civic Intelligence

Wells Legacy Foundation C/O Robert G Wells

990PF • Fiscal year 2022 • EIN 82-3602316

Jan 01, 2022 to Dec 31, 2022 • Filed on May 26, 2023

Organization Profile
2415 Pimlico LaneMelbourne, FL 32934

(321) 432-8085

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

7th percentile

-162%

Higher net margin than 7% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

27th percentile

-13%

Faster asset growth than 27% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

59th percentile

17%

Faster revenue growth than 59% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$317,719

Down $45,555 (-13%) from 2021

Net Assets

Down

$317,719

Down $45,555 (-13%) from 2021

Liabilities

Flat

$1

Flat from 2021

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin7th percentile

Revenue

Up

$29,995

Up $4,286 (+17%) from 2021

Expenses

Up

$78,621

Up $2,023 (+2.6%) from 2021

Net Income

Up

-$48,626

Up $2,263 (+4.4%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2018: $461,800Liabilities 2018: $0Net Assets 2018: $461,8002018Assets 2019: $441,253Liabilities 2019: $1Net Assets 2019: $441,2532019Assets 2020: $399,582Liabilities 2020: $1Net Assets 2020: $399,5822020Assets 2021: $363,274Liabilities 2021: $1Net Assets 2021: $363,2742021Assets 2022: $317,719Liabilities 2022: $1Net Assets 2022: $317,7192022Assets 2023: $229,565Liabilities 2023: $1Net Assets 2023: $229,5652023Assets 2024: $142,608Liabilities 2024: $0Net Assets 2024: $142,6082024

Highlighted filing

2022

Assets$317,719
Liabilities$1
Net Assets$317,719
Open 2022 Filing

Operations Trend

Revenue Growth59th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2018: $490,910Expenses 2018: $42,123Net Income 2018: $448,7872018Revenue 2019: $20,382Expenses 2019: $71,758Net Income 2019: -$51,3762019Revenue 2020: $15,439Expenses 2020: $70,050Net Income 2020: -$54,6112020Revenue 2021: $25,709Expenses 2021: $76,598Net Income 2021: -$50,8892021Revenue 2022: $29,995Expenses 2022: $78,621Net Income 2022: -$48,6262022Revenue 2023: $14,493Expenses 2023: $116,887Net Income 2023: -$102,3942023Revenue 2024: $366,479Expenses 2024: $327,765Net Income 2024: $38,7142024

Highlighted filing

2022

Revenue$29,995
Expenses$78,621
Net Income-$48,626
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 26, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT G WELLSOfficer/Trus-$0--
Filing and Contact Details

Filer

Filer Name
Wells Legacy Foundation
EIN
82-3602316
Phone
3214328085
Address
2415 PIMLICO LANE, MELBOURNE, FL 32934

Signing Officer

Name
Robert G Wells
Title
Officer/trustee
Phone
3214328085
Signed
2023-05-26
Discuss with paid preparer
Yes

Preparer

Firm
The Valentino Group LLC
Address
PO BOX K, YARDLEY, PA 19067
Preparer
Anthony C Valentino
Phone
2153779322
Raw XML Appendix238 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt03071
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0363274
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ROBERT G WELLS
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01378
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03071
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MARKET ADJ
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum03214328085
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WELLS LEGACY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O ROBERT G WELLS
ReturnHeader/Filer/BusinessNameControlTxt0WELL
ReturnHeader/Filer/EIN0823602316
ReturnHeader/Filer/PhoneNum03214328085
ReturnHeader/Filer/USAddress/AddressLine1Txt02415 PIMLICO LANE
ReturnHeader/Filer/USAddress/CityNm0MELBOURNE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032934
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461447691
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE VALENTINO GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX K
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0YARDLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019067
ReturnHeader/PreparerPersonGrp/PhoneNum02153779322
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANTHONY C VALENTINO
ReturnHeader/ReturnTs02023-05-25T11:41:17-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WELLS
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$317,719
Liabilities
$1
Net assets
$317,719
Revenue
$29,995
Expenses
$78,621
Net income
-$48,626
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$3.66$3.28$0.39
2023Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.14$1.17$1.02
2022Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.30$0.79$0.49
2021Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.26$0.77$0.51
2020Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.15$0.70$0.55
2019Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.20$0.72$0.51
2018Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$4.91$0.42$4.49